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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,240 | $96,486+0.8% | $153,500-36.7% | $77,714+25.1% |
| Participation rate | 55.2% | 81.6%-26.4pp | 77.1%-21.9pp | 70.6%-15.4pp |
| Annual return | 12.60% | 14.44%-1.8pp | 15.70%-3.1pp | 31.26%-18.7pp |
| Employer contribution / active EE | $2,400 | $5,224-54.1% | $5,039-52.4% | $2,727-12.0% |
| Participant deferral / active EE | $4,763 | $6,609-27.9% | $6,756-29.5% | $4,649+2.4% |
| Admin fee / account holder | $343 | $182+87.9% | $12,736-97.3% | $433-20.9% |